近10天获得连续资金净流入，30年国债ETF(511090)重回升势

Core Viewpoint - The 30-year government bond ETF (511090) has shown significant growth in both liquidity and scale, indicating a strong market interest and potential investment opportunities in the bond market [1][2]. Group 1: Market Performance - As of August 4, 2025, the 30-year government bond ETF increased by 0.24%, with a latest price of 123.55 yuan [1]. - The ETF experienced a trading volume of 53.03 billion yuan, with a turnover rate of 22.71%, reflecting active market participation [1]. - The average daily trading volume over the past week reached 99.97 billion yuan [1]. Group 2: Fund Scale and Inflows - The latest scale of the 30-year government bond ETF reached 232.87 billion yuan, marking a new high since its inception [1]. - The ETF's share count also hit a record high of 1.89 million shares [1]. - Over the past 10 days, the ETF has seen continuous net inflows, with a peak single-day inflow of 1.445 billion yuan, totaling 5.324 billion yuan in net inflows [1]. Group 3: Market Trends and Institutional Behavior - Following recent adjustments, the bond market is stabilizing, influenced by the conclusion of key political and economic discussions [1][2]. - The report from CITIC Securities indicates a potential strengthening in the bond market, particularly in the secondary market for older bonds [1]. - Institutional behavior shows banks are continuing to sell off, while insurance and stable liability institutions are increasing their buying power, which may reduce market volatility [2].